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JGSMX vs VISGX
JGSMX vs VISGX Comparison
Open Charts JGSMX vs VISGX
JPMorgan Small Cap Growth R6
Price$20.69
Change-$0.09 (-0.43%)
VolumeN/A
Net Assets3.17B
Vanguard Small Cap Growth Index I
Price$75.44
Change-$0.10 (-0.13%)
VolumeN/A
Net Assets32.98B
JGSMX vs VISGX Comparison Chart
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JGSMX vs. VISGX commentary
May 15, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JGSMX is a Buy and VISGX is a Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 33B vs. JGSMX (3.17B). JGSMX pays higher dividends than VISGX: JGSMX (1.00) vs VISGX (0.47). JGSMX was incepted earlier than VISGX: JGSMX (14 years) vs VISGX (27 years). JGSMX (0.75) is less costly to investors than VISGX (0.19). JGSMX is a more actively managed with annual turnover of: 43.00 vs. VISGX (21.00). VISGX has a lower initial minimum investment than JGSMX: VISGX (3000) vs JGSMX (15000000). VISGX annual gain was more profitable for investors over the last year : 6.35 vs. JGSMX (0.30). VISGX return over 5 years is better than : 53.18 vs. JGSMX (9.67).
| JGSMX | VISGX | JGSMX / VISGX | |
| Total Expense Ratio | 0.74 | 0.19 | 389% |
| Annual Report Gross Expense Ratio | 0.75 | 0.19 | 395% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | -7.124 | -4.658 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.17B | 33B | 10% |
| Annual Yield % from dividends | 1.00 | 0.47 | 213% |
| Returns for 1 year | 0.30 | 6.35 | 5% |
| Returns for 3 years | 15.41 | 28.55 | 54% |
| Returns for 5 years | 9.67 | 53.18 | 18% |
| Returns for 10 years | 36.99 | 103.09 | 36% |
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